Executive & Strategic Support
• Serve as the primary administrative partner to the CFO and designated Finance leaders, enabling focus on strategic and financial priorities
• Proactively manage complex calendars across multiple senior leaders, balancing internal priorities, external stakeholders, and critical Finance deadlines (e.g., close cycles, Board reporting, audit and forecasting schedules)
• Anticipate executive needs and independently resolve scheduling, logistics, and coordination challenges
• Prepare executives for meetings by coordinating briefing materials, financial reports, agendas, and follow-up actions
Communication & Stakeholder Management
• Act as a liaison between the CFO/Finance leadership and executive leadership team, Board members, auditors, investors, and external partners
• Draft, edit, and manage executive-level communications with accuracy, clarity, and discretion
• Exercise sound judgment in handling confidential financial, operational, and organizational information
Meeting, Board & Governance Support
• Coordinate Finance leadership meetings, executive reviews, Board and committee meetings (including Finance and Audit Committees), and investor-related engagements
• Coordinate development, consolidation, and distribution of Board and committee materials, ensuring accuracy, version control, and adherence to deadlines
• Track action items and ensure timely follow-up on key financial, operational, and governance priorities
• Support audit, compliance, and regulatory processes through coordination of documentation, logistics, and deliverables
Operational & Administrative Leadership
• Manage CFO and Finance leadership travel arrangements aligned with business priorities and cost efficiency
• Support expense reporting and administrative workflows for Finance leadership
• Coordinate timelines and logistics across core Finance cycles, including monthly/quarterly close, forecasting, annual budgeting, audit activities, and Board reporting
• Identify opportunities to improve executive support workflows and administrative processes within Finance
• Provide guidance and support to other Executive Assistants supporting Finance leaders, promoting consistency and best practices
Special Projects & Financial Operations Support
• Support Finance-led and enterprise-wide initiatives, including strategic planning, annual budgeting cycles, and operational improvement efforts
• Conduct research, synthesize financial and operational data, and prepare executive-ready summaries and materials
• Support cross-functional initiatives involving Finance and other business units to ensure alignment and execution
Change Management & Process Improvement
• Support Finance leadership through organizational change, system implementations (e.g., financial systems, planning tools, reporting platforms), and transformation initiatives
• Ensure clarity, structure, and communication during periods of change or high operational demand
• Contribute to continuous improvement of executive support and Finance operational workflows